Lineweaver Wealth Advisors, LLC Fidelity Merrimack Str Tr LTD Transaction History
Lineweaver Wealth Advisors, LLC
- $587 Million
- Q3 2025
Shares
1 transactions
Others Institutions Holding FLTB
# of Institutions
74Shares Held
2.96MCall Options Held
0Put Options Held
0-
Ubs Group Ag593KShares$30.1 Million0.01% of portfolio
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Commonwealth Equity Services, LLC337KShares$17.1 Million0.02% of portfolio
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Envestnet Asset Management Inc230KShares$11.7 Million0.0% of portfolio
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Morgan Stanley New York, NY214KShares$10.9 Million0.0% of portfolio
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Holos Integrated Wealth LLC Kennett Square, PA139KShares$7.04 Million4.2% of portfolio